LFAS
WT icon

Level Four Advisory Services’s WisdomTree WT Stock Holding History

Level Four Advisory Services’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.97M Sell
135,457
-3,132
-2% -$48.4K 0.06% 290
2025
Q4 		$1.69M Buy
138,589
+9,665
+7% +$117K 0.06% 309
2025
Q3 		$1.79M Buy
128,924
+4,073
+3% +$54.4K 0.06% 297
2025
Q2 		$1.44M Buy
124,851
+24,767
+25% +$232K 0.05% 311
2025
Q1 		$893K Buy
100,084
+1,277
+1% +$11.9K 0.04% 369
2024
Q4 		$1.04M Buy
98,807
+23,095
+31% +$250K 0.04% 339
2024
Q3 		$784K Buy
75,712
+45,023
+147% +$458K 0.03% 415
2024
Q2 		$304K Buy
+30,689
New +$289K 0.01% 609

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VPM
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ACL
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VCM
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State Street
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SCM
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